Upcoming IPO

PNGS Reva Diamond IPO to Open Feb 24; Diamond Arm of P.N. Gadgil & Sons Sets Price Band at ₹367–₹386

PNGS Reva Diamond IPO to Open Feb 24; Diamond Arm of P.N. Gadgil & Sons Sets Price Band at ₹367–₹386

The subscription for the PNGS Reva Diamond IPO will officially open on Tuesday, February 24, 2026, and conclude on Thursday, February 26. The company has fixed its price band at ₹367 to ₹386 per equity share. Retail investors can bid for a minimum of 1 lot (32 shares), requiring an investment of ₹12,352.

As a specialized diamond retailer, Reva operates 34 stores across Maharashtra, Gujarat, and Karnataka. The company intends to use ₹286.5 crore of the IPO proceeds to set up 15 new exclusive brand stores by 2028. Another ₹35.4 crore is earmarked for a nationwide marketing campaign to build the "Reva" brand independently of its parent company.

Financially, the company has shown stellar growth. Revenue for FY25 stood at ₹258.18 crore, a 32% increase year-on-year. Profitability has been a standout feature, with the company reporting a Profit After Tax (PAT) of ₹59.47 crore for FY25, representing a strong 23% margin. However, early data for H1 FY26 shows a margin compression to 12.85%, reflecting increased costs from expansion and inventory buildup.


Key IPO Details & Timetable

Feature Details
Price Band ₹367 – ₹386 per share
Lot Size 32 Shares (Min. Investment ₹12,352)
Total Issue Size ₹380 Crore (100% Fresh Issue)
Anchor Bidding February 23, 2026 (Monday)
Open Date February 24, 2026 (Tuesday)
Close Date February 26, 2026
Basis of Allotment February 27, 2026
Tentative Listing March 4, 2026 (BSE & NSE)

Important News & Investor Insights

  • Today's Status (Feb 18): The IPO is currently in its pre-open "cooling" phase. Brokerage apps like Upstox, Zerodha, and Groww have listed the IPO details, allowing users to study the RHP (Red Herring Prospectus) before bidding starts next week.

  • Grey Market Premium (GMP): As of this morning, the GMP is trading between ₹20 and ₹35, suggesting an estimated listing price of roughly ₹406–₹421 (an approximate 5% to 9% gain).

  • High-Margin Niche: Unlike many retail jewellers who focus on gold (low margin), Reva is a pure-play diamond retailer. This allows for significantly higher margins, though it also makes them more sensitive to consumer spending trends.

  • Regional Concentration Risk: A critical risk factor is that 95.6% of its revenue currently comes from Maharashtra. The success of the IPO depends heavily on their ability to replicate this success in new territories like Karnataka and Gujarat.

  • Parent Brand Dependency: 33 out of 34 existing stores are currently "shop-in-shop" formats within P.N. Gadgil & Sons outlets. While this saves on rent, any reputational damage to the parent brand could directly impact Reva’s footfall.

  • Valuation: At the upper price band of ₹386, the company is valued at a P/B (Price to Book) value of approximately 8.42x. This is competitive when compared to peers like Senco Gold or Thangamayil Jewellery.